Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Southern Co as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,273
- +98 vs. Q3 2025
- Shares held
- 797.3M
- +14.1M (+1.8%) vs. Q3 2025
- Total value
- $69.6B
- −$4.66B (−6.3%) vs. Q3 2025
- New holders
- 246
- 864 more added
- Sold out
- 148
- 806 more reduced
47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 43,528 | $3.80M | 0.01% | −190.0% | Reduced |
| Callan Family Office, LLC | 43,495 | $3.79M | 0.08% | +6,250+16.8% | Added |
| First Bank & Trust | 43,319 | $3.78M | 0.62% | −1,925−4.3% | Reduced |
| Buckhead Capital Management LLC | 43,036 | $3.75M | 1.35% | +420+1.0% | Added |
| First Citizens Bank & Trust Co | 42,472 | $3.70M | 0.08% | −2,446−5.4% | Reduced |
| Daymark Wealth Partners, LLC | 42,375 | $3.70M | 0.12% | +1,053+2.5% | Added |
| Sigma Planning Corp | 42,156 | $3.68M | 0.10% | −303−0.7% | Reduced |
| Old National Bancorp | 41,921 | $3.66M | 0.06% | −5,139−10.9% | Reduced |
| Palisade Asset Management, LLC | 41,907 | $3.65M | 0.36% | −1,921−4.4% | Reduced |
| HighPoint Advisor Group LLC | 41,863 | $3.65M | 0.08% | +3,777+9.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 41,392 | $3.61M | 0.05% | +2,762+7.1% | Added |
| Mainstay Capital Management LLC | 41,163 | $3.59M | 0.27% | −1,960−4.5% | Reduced |
| Concord Wealth Partners | 40,779 | $3.56M | 0.46% | +3,212+8.6% | Added |
| Prime Capital Investment Advisors, LLC | 40,755 | $3.55M | 0.04% | −995−2.4% | Reduced |
| Toroso Investments, LLC | 40,511 | $3.53M | 0.01% | +12,146+42.8% | Added |
| All Terrain Financial Advisors, LLC | 40,435 | $3.53M | 1.08% | −2,227−5.2% | Reduced |
| Canandaigua National Bank & Trust Co | 40,300 | $3.51M | 0.31% | −897−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 40,282 | $3.51M | 0.05% | +890+2.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,253 | $3.51M | 0.15% | +40,253 | New |
| Park Avenue Securities LLC | 40,164 | $3.50M | 0.03% | −5,023−11.1% | Reduced |
| Essex Financial Services, Inc. | 40,134 | $3.50M | 0.20% | +831+2.1% | Added |
| Peapack Gladstone Financial Corp | 40,070 | $3.49M | 0.04% | +1,356+3.5% | Added |
| Bank Ozk | 39,859 | $3.48M | 1.23% | +753+1.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,791 | $3.47M | 0.36% | −35−0.1% | Reduced |
| Robbins Farley LLC | 39,615 | $3.45M | 1.57% | +2,648+7.2% | Added |
| Ameritas Investment Partners, Inc. | 39,495 | $3.44M | 0.10% | +58+0.1% | Added |
| Omers Administration Corp | 39,180 | $3.42M | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 38,836 | $3.39M | 0.09% | −680−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 38,180 | $3.33M | 0.35% | +1,312+3.6% | Added |
| Los Angeles Capital Management LLC | 34,867 | $3.31M | 0.01% | −5,979−14.6% | Reduced |
| Cary Street Partners Financial LLC | 38,011 | $3.31M | 0.08% | +627+1.7% | Added |
| Boston Partners | 38,000 | $3.31M | 0.00% | −998−2.6% | Reduced |
| North Dakota State Investment Board | 37,792 | $3.30M | 0.12% | +37,792 | New |
| OneAscent Wealth Management LLC | 37,397 | $3.26M | 1.09% | −1,855−4.7% | Reduced |
| JPL Wealth Management, LLC | 37,287 | $3.25M | 0.79% | −2,675−6.7% | Reduced |
| IFP Advisors, Inc | 37,114 | $3.24M | 0.07% | +24,790+201.2% | Added |
| Empirical Finance, LLC | 36,553 | $3.19M | 0.15% | −1,606−4.2% | Reduced |
| First National Advisers, LLC | 36,509 | $3.18M | 0.44% | −3,076−7.8% | Reduced |
| Smartleaf Asset Management LLC | 36,278 | $3.18M | 0.12% | +7,258+25.0% | Added |
| Centaurus Financial, Inc. | 36,363 | $3.17M | 0.15% | +6,892+23.4% | Added |
| Sculptor Capital LP | 36,000 | $3.14M | 0.04% | +36,000 | New |
| Family Legacy, Inc. | 35,728 | $3.12M | 0.93% | +66+0.2% | Added |
| Concord Asset Management, LLC | 35,683 | $3.11M | 0.54% | +836+2.4% | Added |
| Stonebridge Financial Group, LLC | 35,653 | $3.11M | 0.27% | +1,346+3.9% | Added |
| Sovereign Financial Group, Inc. | 35,563 | $3.10M | 0.55% | +37+0.1% | Added |
| High Point Wealth Management, LLC | 35,556 | $3.10M | 2.91% | +35,556 | New |
| HF Advisory Group, LLC | 35,551 | $3.10M | 1.08% | +3,431+10.7% | Added |
| Buckingham Strategic Partners | 35,537 | $3.10M | 0.04% | +12,317+53.0% | Added |
| Verition Fund Management LLC | 35,377 | $3.08M | 0.02% | +4,741+15.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,183 | $3.07M | 0.04% | +122+0.3% | Added |
| Quest Partners LLC | 35,023 | $3.05M | 0.17% | +21,204+153.4% | Added |
| Bridgewater Associates, LP | 34,969 | $3.05M | 0.01% | +34,969 | New |
| Financial Advisory Service, Inc. | 34,808 | $3.04M | 0.20% | +2,119+6.5% | Added |
| Everence Capital Management Inc | 34,801 | $3.04M | 0.18% | 00.0% | Unchanged |
| Anchyra Partners LLC | 34,736 | $3.03M | 0.93% | +34,736 | New |
| Waters Parkerson & Co., LLC | 34,700 | $3.03M | 0.15% | −950−2.7% | Reduced |
| LongView Wealth Management | 34,746 | $3.01M | 0.73% | −1,641−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 34,557 | $3.01M | 0.07% | +5,338+18.3% | Added |
| Birmingham Capital Management Co Inc | 34,550 | $3.01M | 1.33% | −750−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 34,249 | $2.99M | 0.21% | +850+2.5% | Added |
| KCM Investment Advisors LLC | 34,213 | $2.98M | 0.10% | +395+1.2% | Added |
| Rockline Wealth Management, LLC | 34,203 | $2.98M | 0.61% | +848+2.5% | Added |
| Miller Howard Investments Inc | 34,154 | $2.98M | 0.09% | +2,497+7.9% | Added |
| Texas Yale Capital Corp. | 33,903 | $2.96M | 0.09% | +160+0.5% | Added |
| Lantz Financial LLC | 33,902 | $2.96M | 0.62% | −261−0.8% | Reduced |
| Walsky Investment Management, Inc. | 33,858 | $2.95M | 3.01% | +33,858 | New |
| West Paces Advisors Inc. | 33,747 | $2.94M | 0.57% | +2,379+7.6% | Added |
| Panagora Asset Management Inc | 33,728 | $2.94M | 0.01% | +27,440+436.4% | Added |
| Slagle Financial, LLC | 33,506 | $2.92M | 1.02% | +359+1.1% | Added |
| Courier Capital LLC | 33,378 | $2.91M | 0.16% | +2,741+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,217 | $2.90M | 0.10% | −3,780−10.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,026 | $2.88M | 0.45% | +711+2.2% | Added |
| Woodmont Investment Counsel LLC | 32,938 | $2.87M | 0.18% | −57−0.2% | Reduced |
| Ieq Capital, LLC | 32,845 | $2.86M | 0.01% | +192+0.6% | Added |
| Adalta Capital Management LLC | 32,838 | $2.86M | 1.28% | 00.0% | Unchanged |
| First National Trust Co | 32,824 | $2.86M | 0.10% | −190−0.6% | Reduced |
| Ethic Inc. | 32,629 | $2.85M | 0.04% | +123+0.4% | Added |
| EverSource Wealth Advisors, LLC | 32,404 | $2.83M | 0.10% | −2,423−7.0% | Reduced |
| apricus wealth, LLC | 32,342 | $2.82M | 1.44% | +1,632+5.3% | Added |
| Little House Capital LLC | 32,340 | $2.82M | 0.71% | +2,091+6.9% | Added |
| ABN AMRO Bank N.V. | 32,215 | $2.81M | 0.03% | +11,250+53.7% | Added |
| Intact Investment Management Inc. | 32,100 | $2.80M | 0.08% | +900+2.9% | Added |
| M3 Wealth Management, LLC | 32,057 | $2.80M | 2.28% | +32,057 | New |
| Bleakley Financial Group, LLC | 32,021 | $2.79M | 0.05% | −736−2.2% | Reduced |
| Leelyn Smith, LLC | 31,670 | $2.76M | 0.40% | +30.0% | Added |
| Johnson Investment Counsel Inc | 31,585 | $2.75M | 0.02% | −1,530−4.6% | Reduced |
| Shoker Investment Counsel, Inc. | 31,519 | $2.75M | 0.81% | +853+2.8% | Added |
| Bokf, NA | 31,475 | $2.74M | 0.04% | −3,024−8.8% | Reduced |
| Great Lakes Advisors, LLC | 31,427 | $2.74M | 0.02% | −2,178−6.5% | Reduced |
| Marshall Financial Group LLC | 31,160 | $2.72M | 0.53% | −2,045−6.2% | Reduced |
| Great Valley Advisor Group, Inc. | 31,015 | $2.70M | 0.05% | +516+1.7% | Added |
| South State Corp. | 30,976 | $2.70M | 0.12% | −855−2.7% | Reduced |
| Biltmore Family Office, LLC | 30,797 | $2.69M | 0.37% | +54+0.2% | Added |
| Plan Group Financial, LLC | 30,643 | $2.67M | 0.69% | +2,010+7.0% | Added |
| T. Rowe Price Investment Management, Inc. | 30,300 | $2.64M | 0.00% | +10,748+55.0% | Added |
| Equitable Trust Co | 30,261 | $2.64M | 0.12% | −4,348−12.6% | Reduced |
| Hilltop Holdings Inc. | 30,132 | $2.63M | 0.16% | +5,656+23.1% | Added |
| Pensionmark Financial Group, LLC | 30,100 | $2.62M | 0.04% | +10,519+53.7% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.62M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.62M | 0.08% | 00.0% | Unchanged |